Pipeline Management
USD 299 per month
Ongoing CRM hygiene, stalled-deal detection and next-action management.
Settles in USDC on Base Example coming soon
Order example
Sales System Setup
Pipeline stages, qualification rules, follow-up cadence and reporting model.
Price USD 149
This is a worked example for the showcase, filled in the way a real customer would. Nothing is charged and no availability is reserved.
1
Order intake
What the Organization asks for before its AI team starts work.
- The team
- Arden Systems. Founder-led sales plus two reps.
- The CRM
- We have one. It has 61 open deals and I do not trust any of them.
- Pipeline value
- It says USD 840,000. I do not believe that number.
- What goes wrong
- Deals go quiet and nobody notices for a month
- Stages
- Seven. Two of them mean the same thing and nobody can define three of them.
- Why now
- I have to give a forecast to our board in three weeks and I want it to be real
- Budget
- Setup now. Pipeline Management if this works.
- Timeframe
- Three weeks
Attached by the buyer.
- CRM export, 61 open opportunities (CSV)
- Call notes from the last quarter (DOCX)
- Current stage definitions, such as they are (TXT)
+
Options on this order
Stages, qualification rules and follow-up cadence
Included at this tier
Add Follow-Up Operations for one month
Added by the buyer
Add the Revenue Ops Department
Not selected
2
What happens next
- Company defines ICP, offer, sales cycle, CRM structure and commercial goals.
- Pipeline agent audits opportunity status and next steps.
- Research agent builds concise account briefs and lead context.
- Follow-up agent creates actions and reminders from meeting outcomes.
- Management agent produces weekly pipeline review and recommended focus.
3
What you receive
- Pipeline health
- New and progressed opportunities
- Stalled deals
- Accounts needing action
- Upcoming meetings
- Follow-up commitments
- Forecast assumptions
- Weekly sales priorities
Lead Research Desk
USD 249 per month
Researches target accounts and prepares prioritized lead briefs.
Settles in USDC on Base Example coming soon
Meeting Prep Service
USD 149 per month
Prepares account context, questions and opportunity notes before calls.
Settles in USDC on Base Example coming soon